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New Portfolio - New Portfolio

PerformancePortfolio Details

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #442,970 out of 783,334 TipRanks' Investors
Success Rate
41%
490 out of 1196
profitable transactions
Average Return
2.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.58%
6-Month Return▲ 21.29%
12-Month Return▲ 71.90%
YTD Return▼ 1.58%
Total Return▼ 16.43%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 914.76%

Bio

I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.21%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 13.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 8.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 18.95%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 4.49%
Dec 2024
▲ 3.19%
▲ 2.68%
▼ 1.58%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.21%
▲ 8.13%▲ 1.21%▲ 6.49%
▼ 13.14%▲ 2.34%▼ 13.04%
▲ 2.93%▲ 2.10%▲ 4.92%
▲ 9.99%▼ 0.89%▲ 8.67%
▲ 26.04%▲ 5.96%▲ 18.95%
▲ 5.93%▼ 2.41%▲ 4.49%
▲ 3.19%▲ 2.68%▼ 1.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PRLB
Proto Labs
0%
0.00%
1
Open
Jan 29, 2025
DPRO
Draganfly
0.37%
▼ 18.48%
9
Buy
Jan 28, 2025
WGXRF
Westgold Resources
0.27%
▼ 9.01%
3
Buy
Jan 28, 2025
FNV
Franco-Nevada
―
▲ 9.80%
2
Close
Jan 28, 2025
AMD
Advanced Micro Devices
―
▲ 29.67%
15
Close
Jan 27, 2025
PLTR
Palantir Technologies
0%
▲ 446.91%
12
Sell
Jan 27, 2025
EQT
EQT
―
▲ 2.63%
10
Close
Jan 27, 2025
ARM
ARM Holdings PLC ADR
2.5%
▲ 3.60%
8
Buy
Jan 27, 2025
RKLB
Rocket Lab USA
0%
▲ 436.74%
8
Sell
Jan 27, 2025
MIR
Mirion Technologies
0.45%
▲ 3.84%
4
Buy
Jan 27, 2025
IONQ
IonQ
0.79%
▲ 26.53%
6
Sell
Jan 27, 2025
QBTS
D-Wave Quantum
1.01%
▲ 356.11%
10
Sell
Jan 27, 2025
ET
Energy Transfer
0.52%
▲ 3.63%
2
Buy
Jan 27, 2025
LEGH
Legacy Housing
0.52%
▼ 3.11%
1
Open
Jan 27, 2025
TSLY
YieldMax TSLA Option Income Strategy ETF
1.3%
▲ 32.04%
23
Buy
Jan 25, 2025
LDO-USD
Lido DAO
0%
▲ 0.81%
1
Open
Jan 25, 2025
RAMP
LiveRamp Holdings
―
▲ 42.71%
3
Close
Jan 21, 2025
SUI-USD
Sui
0%
▼ 20.92%
1
Open
Jan 17, 2025
PBT
Permian Basin
0.58%
▼ 14.36%
17
Buy
Jan 16, 2025
STX-USD
Stacks
0%
▼ 18.80%
1
Open
Jan 16, 2025